More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Scott Powell will oversee the bank’s relations with regulators as it seeks to shed a Federal Reserve-imposed asset cap.
December 3
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Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.
December 2
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Doug Laney leads the data and analytics strategy practice at Caserta, and is the best-selling author of “Infonomics.”
December 2
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Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.
December 2
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The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.
December 2
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Michelle Lanter Smith is the Chief Marketing Officer of
EPAY Systems , where she oversees the company’s go-to-market strategy, customer success, and technical support operations. Michelle brings 20+ years of leadership experience in driving revenue growth for high-tech and service-driven firms. She graduated summa cum laude from Marquette University, where she earned her Bachelor of Science degree in Business Administration. She holds a Master of Business Administration with distinction from Northwestern University’s Kellogg School of Management.December 2
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Digital advice was supposed to overwhelm financial planning. Here’s what actually happened.
December 2
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